Purchases and Sales Made in Q4 2023 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
15.9K+ 27.62% |
$1.41M - $1.62M
|
73.3K
$8.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.8K+ 7.44% |
$1.4M - $1.61M
|
228K
$27.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.6KNew |
$1.38M - $1.59M
|
15.6K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14.5KNew |
$1.28M - $1.48M
|
14.5K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
14.2K+ 13.47% |
$1.26M - $1.45M
|
120K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.2K+ 41.68% |
$1.26M - $1.45M
|
48.3K
$5.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
13.4K+ 128.23% |
$1.19M - $1.37M
|
23.9K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
13.4KNew |
$1.19M - $1.37M
|
13.4K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13.3K+ 3.82% |
$1.17M - $1.35M
|
360K
$43.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.9K+ 107.31% |
$1.05M - $1.21M
|
23K
$2.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
11.1KNew |
$979K - $1.13M
|
11.1K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
10.9K+ 0.95% |
$969K - $1.12M
|
1.16M
$141M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10.8KNew |
$961K - $1.11M
|
10.8K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$961K - $1.11M
|
10.8K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.3K+ 18.8% |
$908K - $1.05M
|
64.8K
$7.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
9.82KNew |
$870K - $1M
|
9.82K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.75KNew |
$864K - $996K
|
9.75K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
9.57K+ 32.33% |
$848K - $978K
|
39.2K
$4.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
9.49K+ 32.7% |
$841K - $969K
|
38.5K
$4.67M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.4KNew |
$833K - $960K
|
9.4K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.15K+ 96.87% |
$811K - $935K
|
18.6K
$2.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
8.78K+ 22.31% |
$777K - $896K
|
48.1K
$5.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.61K+ 202.8% |
$763K - $879K
|
12.9K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.51KNew |
$754K - $869K
|
8.51K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
8.5KNew |
$753K - $868K
|
8.5K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
8.47KNew |
$750K - $865K
|
8.47K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
7.59KNew |
$673K - $776K
|
7.59K
$920K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
7.57K+ 109.73% |
$670K - $773K
|
14.5K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7.3KNew |
$647K - $746K
|
7.3K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.21K+ 603.6% |
$639K - $737K
|
8.41K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.06K+ 22.91% |
$626K - $722K
|
37.9K
$4.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6.99K+ 12.16% |
$619K - $714K
|
64.5K
$7.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
6.9K+ 46.34% |
$612K - $705K
|
21.8K
$2.64M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.88K+ 3.58% |
$609K - $702K
|
199K
$24.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.88K+ 3.58% |
$609K - $702K
|
199K
$24.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.75K+ 8.76% |
$598K - $689K
|
83.8K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.66K+ 14.34% |
$590K - $681K
|
53.1K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.55KNew |
$580K - $669K
|
6.55K
$793K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.4KNew |
$567K - $653K
|
6.4K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.56K+ 53.87% |
$493K - $568K
|
15.9K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
4.92K+ 16.26% |
$436K - $503K
|
35.2K
$4.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.54K+ 19.4% |
$402K - $463K
|
27.9K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.54K+ 19.67% |
$402K - $463K
|
27.6K
$3.34M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.46K+ 41.95% |
$395K - $456K
|
15.1K
$1.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
4.37KNew |
$387K - $446K
|
4.37K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.37K+ 2.66% |
$387K - $446K
|
169K
$20.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.13K+ 2.9% |
$366K - $422K
|
146K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.11K+ 47.14% |
$364K - $420K
|
12.8K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
4.11KNew |
$364K - $420K
|
4.11K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.06KNew |
$360K - $415K
|
4.06K
$492K
|